Defining work order criteria for customer contracts

Specify which work orders to include on an invoice by defining work order criteria and associating to any customer contract. Work order selection criteria includes department, work order class, and work order type.

If you do not define work order criteria for a contract, the system includes all work orders for selection on the invoice.

To define work order criteria for customer contracts:

Open the Customer Contracts form.
Select the customer contract for which to define work order criteria, and then click the WO Criteria tab.
Click Add WO Criteria.

Note: If * is entered for any of the work order criteria specified below, the system includes all values for that selection on the invoice.
Department—Enter the department of the work orders to include on the invoice. The system automatically populates the department description in the adjacent field.
WO Class —Enter the class of the work orders to include on the invoice. The system automatically populates WO Class Org. and the work order class description in the adjacent field.
WO Type—Enter the type of the work orders to include on the invoice. Select to include Breakdown, Preventive Maintenance, or Scheduled work order types on the invoice.
Grouping—Enter a unique name to identify the grouping of selected work order types. The system references the group on the invoice for easy identification

Note: The system allows more than one grouping for the same work order type. If more than one grouping is found for the same work order type, the system selects the first grouping for reference on the invoice.
Click Submit.